RAL vs SANM
Ralliant Corp vs Sanmina Corporation — AI-powered side-by-side comparison
VS
SANM
Sanmina Corporation
66
Buy
| Metric | RAL | SANM |
|---|
| AI Score |
72
|
66
|
| Price |
$72.31
|
$210.88
|
| P/E Ratio |
-6.54×
|
36.24×
|
| ROE |
-74.8%
|
10.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
48.9%
|
9.0%
|
| Debt / Equity |
0.75×
|
0.95×
|
| Dividend Yield |
0.3%
|
0.0%
|
| RSI (14) |
63.9
|
55.6
|
| Beta |
1.596
|
1.601
|
| Expected Upside |
+5.7%
|
+39.5%
|
AI Committee View
Current Innellis committee reasoning for RAL versus SANM.
RAL leads by 6 points.
RAL scores 72/100 (Buy) versus SANM at 66/100 (Buy).
RAL Committee View
75% agreement
4 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- Stochastic RSI (92.5) confirms overbought conditions.
- Bearish candlestick pattern(s) detected: Bearish Engulfing.
- Risk/reward is unfavorable: 42.9% downside vs 5.7% upside.
SANM Committee View
67% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 36.6 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- Revenue growing 58.6% YoY -- genuine top-line momentum — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 36.6 is moderate-to-rich — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- Bollinger bandwidth of 29.1% signals elevated volatility — Risk